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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $149,961 | $129,959+15.4% | $104,301+43.8% | $134,532+11.5% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -19.02% | 42.04%-61.1pp | 24.61%-43.6pp | 418.27%-437.3pp |
| Employer contribution / active EE | $14,568 | $4,185+248.1% | $3,373+331.9% | $4,741+207.3% |
| Participant deferral / active EE | $19,300 | $5,589+245.3% | $4,626+317.2% | $6,401+201.5% |
| Admin fee / account holder | $0 | $9,325-100.0% | $7,340-100.0% | $11,429-100.0% |